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Level 1

Adding outside bookkeeper and want to limit access. The system doesn't allow me to revise.

Adding a standard user the system automatically create it's own area. I cannot disable access to an area.
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QuickBooks Team

Adding outside bookkeeper and want to limit access. The system doesn't allow me to revise.

I can clear things out for you, gdyson.

 

Adding an accountant user doesn't count toward the access limit. Hence, the bookkeeper has access to all your QuickBooks Online company file and accounting information.

 

Since you want to limit the access, you can remove the bookkeeper. Then, add a standard user instead. This way, you'll be able to disable some areas in the system.

 

Here's how to remove the accountant:

  1. Sign in to QuickBooks Online as a master admin.
  2. Go to Settings ⚙ and select Manage users.
  3. Select the Accounting firms tab.
  4. Find the accountant you want to remove.
  5. Select the small arrow drop-down ▼ in the Action column and then Delete.
  6. Click Delete to confirm.

To add a standard user:

 

  1. Go to Settings ⚙, then select then Manage Users.
  2. Click Add user.
  3. Select the user type you want to create.
  4.  More options will appear on the screen depending on the user type you select.
  5. Enter your new user’s name and email address, then click Save.

Feel free to read through this page: User types and user permissions. It provides more details about the different levels of access in QuickBooks Online.

 

Let me know if you need additional information about user access in QuickBooks. I always have your back.

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